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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,719 | $126,519-63.9% | $106,201-57.0% | $145,959-68.7% |
| Participation rate | 45.8% | 77.7%-31.8pp | 75.3%-29.5pp | 80.3%-34.5pp |
| Annual return | 12.05% | 225.10%-213.1pp | 116.26%-104.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,737 | $5,716-69.6% | $5,012-65.3% | $6,689-74.0% |
| Admin fee / account holder | $459 | $17,312-97.4% | $11,039-95.8% | $13,398-96.6% |